Senior Client Reporting Analyst (Hybrid) - Data Reports

Allspring Global Investments; Milwaukee (WI); Hybrid; USD 135,000 - 180,000; Full time

Job summary

A leading asset management firm is seeking a detail-oriented Senior Client Reporting Analyst in Milwaukee, WI. The role involves generating investment reports, ensuring data accuracy, and collaborating with internal teams. Ideal candidates will have a Bachelor's degree and 5-10 years of investment reporting experience. Strong Excel skills and attention to detail are a must. Competitive salary range is $135,000 - $180,000, with an incentive program based on performance.

Qualifications

• 5 - 10 years of experience in investment reporting, performance analysis, or a similar role within asset management.
• Familiarity with investment products such as mutual funds, ETFs, SMAs, and insurance portfolios.
• Experience working with data visualization tools.

Responsibilities

• Generate and distribute periodic and ad hoc investment reports.
• Reconcile portfolio data, ensuring accuracy and consistency.
• Collaborate with internal teams to validate reporting inputs.
• Maintain and enhance reporting templates and dashboards.
• Monitor reporting schedules and ensure timely delivery.

Skills

Strong Excel skills

Attention to detail

Organizational skills

Problem-solving skills

Strong communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

FactSet

Vermilion

Bloomberg

Clearwater Analytics

Power BI

Advent Portfolio Exchange (APX)

Job description

A leading asset management firm is seeking a detail-oriented Senior Client Reporting Analyst in Milwaukee, WI. The role involves generating investment reports, ensuring data accuracy, and collaborating with internal teams. Ideal candidates will have a Bachelor's degree and 5-10 years of investment reporting experience. Strong Excel skills and attention to detail are a must. Competitive salary range is $135,000 - $180,000, with an incentive program based on performance.